Operational records
Service reports, inspection forms, handover records, or production documents.
Who SmartDocto is for
Your own document type
Find out whether your recurring document can be automated
Not every useful scenario starts with an invoice. If people repeatedly copy the same fields from a recurring document, a focused pilot can show what can be extracted reliably, which rules are possible, and where human judgement remains necessary.
Starting point
Start with the process, not an AI promise
A document is a good candidate when the required output can be described, the inputs repeat, and there is enough evidence to test reliability.
- People repeatedly copy the same fields.
- Documents have several layouts or quality levels.
- Checks depend on a spreadsheet or another system.
- Exceptions are handled through email or chat.
- No one measures correction effort or failure patterns.
Documents
Examples worth assessing
The list is not fixed. The decisive factors are repeatability, clear fields, and verifiable rules.
Commercial documents
Price lists, orders, confirmations, claims, and statements.
Specialized forms
Industry documents with a stable structure and a clearly defined expected output.
Proposed process
How the assessment works
The pilot is designed to answer a specific decision, not to claim that every document can be automated.
1
Describe the current work
Identify who receives the document, what they copy, what they check, and where the result goes.
2
Choose representative samples
Include common layouts, poor quality files, missing values, and known exceptions.
3
Configure and measure
Define the template and rules, then record extraction quality, corrections, and failures.
4
Decide on scope
Use the results to decide whether to continue, narrow the process, or leave it manual.
Division of responsibility
A reliable boundary is part of the result
What the pilot can establish
- Which fields can be extracted consistently.
- Which checks can be expressed as rules.
- Which document variants cause corrections.
- What output channel can support the next step.
What the business owner must define
- What a correct result means.
- Which errors are unacceptable.
- Who decides on ambiguous or missing information.
- Whether the measured benefit justifies implementation.
Pilot
What to bring to the pilot
A useful pilot needs a defined outcome and examples that reflect the real process.
Important boundary
SmartDocto does not infer business truth from a document. It prepares data and applies the rules that can be defined and verified.
- 1 Representative documents, including difficult cases.
- 2 List of required fields and data types.
- 3 Known validation rules and reference sources.
- 4 Examples of exceptions and how they are handled today.
- 5 A person who owns and understands the process.
Questions and answers
Frequently asked questions
How do we determine whether our document is suitable?
The required fields, validation rules, and use of the output must be definable. Samples should include common layouts, different sources, and known difficult cases.
How large should the sample be?
The scope depends on document variability and the goal of the test. Covering every common layout and real exception matters more than a universal document count.
What result do we receive from the pilot?
You receive measured accuracy for key fields, an overview of required corrections, and a recommended next process. ERP integration can be designed after the results or included directly in the pilot.
Pilot for your document
Bring one real recurring process
We define the expected output, test representative samples, and show both reliable results and remaining limits.
Discuss a pilot